Continuum Wealth Advisors’s Procter & Gamble PG Stock Holding History

Continuum Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,290	Closed	-$209K	–	65
2024 Q1	$209K	Buy	+1,290	New	+$202K	0.12%	61

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Wealth Advisors's PG Position: Q2 2024 in Review

Continuum Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 1,290 shares — an estimated $209K sold.

Continuum Wealth Advisors first reported a position in PG in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 3,653 funds tracked by Wall St. Rank hold PG as of Q2 2024.

Continuum Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
Continuum Wealth Advisors sold 1,290 Procter & Gamble shares in Q2 2024, an estimated $209K.
Continuum Wealth Advisors first reported a position in Procter & Gamble in Q1 2024 and held it in 1 quarter.
Continuum Wealth Advisors's Procter & Gamble position peaked at $209K in Q1 2024.
3,653 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Continuum Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.